Pay Plans Setup

How to set up your Crelate Pay Plans

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated over a week ago

**Please Note: This feature is only available if you have Crelate Deliver included in your plan**

Getting Started

To start, please need to navigate to Settings | Pay Plans and enable the Pay Plans feature

Once enabled, you will notice a pop-up that states finalization will need to occur on the Pay Period Sheet:

If you try to finalize on the Time Card level, you'll see this message:

You'll need to finalize via the Timekeeping Grid and on the Pay Period Sheet:

Once enabled, you will see a default plan in place called Overtime Plan. This plan is the standard plan that will calculate standard pay (1x Rate) under 8 hours on a daily basis, overtime (1.5x Rate) above 40 hours on a weekly basis, and overtime (1.5x Rate) over 8 hours on a daily basis. If this is the only pay plan you will need, you're all set as this plan will default for all Placements made on Temp-Hire opportunity types.

Creating Custom Pay Plans

To create a custom Pay Plan, click on the green + option and add a name to your plan. You can add a description if needed (recommended), but this field is not required.

Next, it's time to set up your Pay Rules for your plan by clicking on the green + option for Pay Rules. There are 4 required fields when creating a Pay Rule:

  • Period- You will have 4 options here: Daily, Weekly, Weekdays, and Weekends.

    For example, if you are setting up a rule to pay at a multiplier for hours worked over 50, you would choose the Weekly option.

  • Rule- You will have 2 options here: Under and Over.

    Back to the example, if you were going to set up the rule to pay at a multiplier for over 50 hours per week, you will choose the Over option.

  • Hours- Here is where you will add the qualifier to your rule.

    Back to the example, if you were going to set up the rule to pay at a multiplier for over 50 hours per week, you will add 50 to this field.

  • Rate- You will have 4 options here: Standard Rate (1x pay rate), OT Rate (this is where you can set up a custom multiplier directly from the Placement, more on that below), 1.5x Rate, and 2x Rate.

    Back to the example, if you were going to set up the rule to pay at a multiplier of 2x Rate for over 50 hours per week, you would choose the 2x Rate option.

    For the OT Rate specifically, this rate would be set on the Placement and will be used in the calculation.

    **Please Note: If you set up a plan that has both an OT Rate and a Multiplier, The OT Rate will be used and prioritized over the Multiplier**

Going back to our example one last time, let's take a look at our finished Pay Rule.

The Pay Rule above will calculate anything under 50 hours at 1x (Standard Rate) the Pay Rate and anything over 50 hours at 2x the Pay Rate.

**Please Note: You do not technically need a rule for Standard Rate. Any number of hours that do not fall under a Pay Rule in your Pay Plan will default to the Standard Rate (1x Rate)**

Creating Multiple Pay Rules Within Your Pay Plan

You have the ability to include up to 5 pay rules per pay plan.

For example, creating a plan that includes any hours worked under 40 (weekly) at Standard Rate, over 8 hours a day at a 2x Rate, and anything over 40 (weekly) at a 1.5x Rate would look like the below. You'll also notice there is a Priority Column on the far left (more on that below).

For Priority, the rules are all set up to be ranked by importance to ensure the hours fall in the most predefined rule. In the example above, the first rule for the daily period is ranked Priority #1 because Daily is more specific and predefined than Weekly. The levels of priority are below:

  1. Weekdays and Weekends

  2. Daily

  3. Weekly

Let's look at an example of how this would calculate for a timecard that looks like the one below. The most important numbers to look at in this example are the 10 hours logged on Monday, and the total of 50 hours logged for the week.









10 hours

8 hours

8 hours

8 hours

8 hours

8 hours

0 hours

50 hours

In this scenario, this timecard would calculate 3 billable items:

  1. 2 hours (from Monday that are over 8 since the Daily Rule is prioritized over Weekly) at the Daily 2x Rate.

  2. 8 hours (the remaining hours for the Weekly Rule that are over 40, minus the 2 hours included in the Daily Rule for Monday) at the Weekly 1.5x Rate.

  3. 40 hours at Standard 1x Rate (the remaining hours that do not fall under a Pay Rule).

With the example above, note that the rules operate in order and when a rule operates, the next rule will only operate on time that has not been assessed as part of a Pay Rule.

What's Next?

Now that your Pay Plans are set up, learn how to assign them to Placements below!

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